| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 216,000 | 5,689,000 | 78.72% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 24,500 | 645,000 | 8.93% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19,634 | 517,000 | 7.15% | ||
| 4 | AMERIPRISE FINANCIAL INC | 12,366 | 326,000 | 4.51% | ||
| 5 | Estabrook Capital Management | 1,850 | 48,729 | 0.67% | ||
| 6 | MYCIO WEALTH PARTNERS, LLC | 30 | 1,000 | 0.01% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.